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/ Desktop app · Mac + Windows

Sales Copilot is a desktop app for Mac and Windows. Install it on your computer to use it on your calls.

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/ Trust · Security

What happens to your calls.

Sales Copilot listens to your calls so it can help you answer. This page covers what it captures, what it keeps, who can see it, and what we don’t claim.

/ 01 At a glance

Eight things to know.

Each one is explained below, with what it doesn’t cover.

  1. 01

    No recordings

    Raw audio, recordings, screenshots and screen content are never kept.

  2. 02

    No meeting bot

    Capture runs on your computer and starts only when you press Start. Nothing joins the call.

  3. 03

    Private by default

    Live suggestions are yours alone. Team calls are shared with owners and admins after the call, and you can make them Private.

  4. 04

    Kept until you delete

    Transcripts and Debriefs don’t expire automatically. Delete your account or Team at any time.

  5. 05

    Encrypted in transit

    Audio and text travel between the app and our service over encrypted connections.

  6. 06

    Signed apps

    The macOS and Windows apps are signed, and the macOS app is notarized, through each system’s standard process.

  7. 07

    We never see your card

    Payments are handled by our payment provider.

  8. 08

    Not used for training

    Your calls and data are not used to train AI models.

/ 02 How it works

Audio in, suggestions out. Only text is kept.

Arrows show the direction data moves. Nothing in the Never kept row is saved.

/ Your computer

Sales Copilot app

  • MicMicrophone · your side
  • SysSystem audio · the other side

Only after you press Start · not your screen or camera

/ Sales Copilot service

Speech-to-text and AI suggestions

  • 01Turns call audio into text
  • 02Writes suggestions from the call, your preparation and your files
  • 03Checks your Team access
/ Back on your screen

Live suggestions

Only you see them during the call. Your Debrief follows after it ends.

/ Kept until you delete it
  • Transcripts
  • Debriefs
  • Coaching memory
  • Your files and Playbooks
/ Never kept
  • Raw audio
  • Recordings
  • Screenshots
  • Screen content

[ Fig. 1 ] How a call moves through Sales Copilot

/ On this page13
  1. 01What we capture
  2. 02What we keep
  3. 03Retention and deletion
  4. 04Who can see what
  5. 05Signing in
  6. 06Screen sharing
  7. 07Permissions
  8. 08Payments
  9. 09Signed apps
  10. 10Notice and consent
  11. 11Meeting apps
  12. 12Questions
  13. 13Contact
/ 03 The details

How each part works.

Including the limits. If this page and the Privacy Policy ever differ, the policy applies.

/ 03.01

What Sales Copilot captures

Sales Copilot is a desktop app. When you press Start on a call, it captures two audio streams on your computer: your microphone, and your computer’s system audio, which carries the other people on the call.

  • Capture starts only when you press Start. When the app notices a call, it shows an invitation; it doesn’t start capturing.
  • No meeting bot joins the call, and nothing is added to the participant list.
  • It doesn’t use your camera, and it doesn’t read, capture or store your screen.

/ 03.02

What we keep, and what we don’t

Kept in your workspace

  • Transcripts (text, not audio)
  • The suggestions you were shown
  • Debriefs and Account Action Plans
  • Coaching memory
  • Prospects, Playbooks and settings
  • Files you upload
  • Account, workspace and billing records

Never kept

  • Raw audio
  • Call recordings
  • Screenshots
  • Screen content

If the connection drops for a moment, audio is held in memory only long enough to catch up. It isn’t saved.

/ 03.03

Retention and deletion

Transcripts, Debriefs and coaching memory don’t expire automatically. They stay until you delete them.

Deleting your data
ActionWhoWhat happens
Delete your accountYou, on cluelyai.com under AccountRemoves your Personal workspace and your Private content in every Team. Files and Playbooks you shared stay in that Team, attributed to a deleted account. You confirm your identity first, and a status page shows progress.
Delete a TeamThe Team ownerRemoves the Team’s content for every member and cancels the Team’s renewal.
Leave or remove a memberMembers, owners, adminsEnds that person’s access right away. Their Team content stays in the Team.
Reset coaching memoryYouClears your saved memory. Context already saved with past Sessions remains.

/ 03.04

Who can see what

Your Personal workspace and every Team are separate. Creating or joining a Team doesn’t move or share anything from Personal.

Who can see what by default
ItemWho can see it by default
Live suggestionsOnly you
Your Personal workspaceOnly you
Team Sessions and DebriefsYou, plus the Team’s owner and admins after the call. You can make any of yours Private.
Coaching memoryOnly you, unless you share it
Files and PlaybooksOnly you, until you share them with the Team
Anything marked PrivateOnly its author. Owners and admins can’t open it either.

No one can watch or listen to a call while it’s live.

Team roles
RoleWhat it can do
OwnerEverything an admin can do, plus transferring ownership and deleting the Team.
AdminInvites and removes members and manages billing.
MemberUses Sales Copilot and sees their own Sessions.

Sales Copilot checks your current Team membership and role before showing workspace data. When someone leaves or is removed from a Team, their access ends.

/ 03.05

Signing in

  • The desktop app signs in through your browser, and stays signed in using your operating system’s secure storage.
  • We don’t store your password.
  • Deleting an account or a Team asks you to confirm your identity again first.

/ 03.06

Screen sharing

Sales Copilot asks your operating system to leave its windows out of screen sharing. That covers the live suggestion window, the call indicator and the workspace. It’s on by default. To turn it off, go to Account → Privacy & permissions and switch off “Hide Sales Copilot from screen share and the Dock” on macOS, or “Hide Sales Copilot from screen share” on Windows.

/ 03.07

Permissions your computer asks for

System permissions
PlatformPermissionWhy
macOSMicrophoneCaptures your side of the call.
macOSSystem Audio RecordingmacOS asks for System Audio Recording so the app can hear the other side of the call. It doesn’t see your screen.
WindowsMicrophoneCaptures your side of the call.
WindowsSystem audioNo extra permission is needed.

Requires macOS 14.4 or later.

/ 03.08

Payments

Payments are handled by our payment provider. You enter card details in their checkout, and we never see your card number. We receive your plan, seat count and payment status.

/ 03.09

Signed apps and updates

  • The macOS and Windows apps are signed, and the macOS app is notarized, through each operating system’s standard process.
  • The app asks before it downloads an update and before it restarts. It never installs an update during a call, and it checks each update before installing it.
/ 04 Meeting apps

Which meeting apps we’ve verified.

Sales Copilot works with your computer’s audio. An app is marked verified only after we test it.

Meeting app compatibility
AppCall audioKept out of screen shareLast verifiedSetup
ZoomDesktop appNot yet verifiedNot yet verified——
Google MeetIn your browserNot yet verifiedNot yet verified——
Microsoft TeamsDesktop appNot yet verifiedNot yet verified——
WebexDesktop appNot yet verifiedNot yet verified——
Slack huddlesDesktop appNot yet verifiedNot yet verified——

Status is per app and operating system. An app not listed here hasn’t been tested.

/ 05 Questions

Questions buyers ask.

Short answers. The details are above.

Does Sales Copilot record my calls?

No. Audio is turned into text and isn’t kept. We keep the transcript, not a recording.

Does a bot join the meeting?

No. Sales Copilot runs on your computer and captures your microphone and system audio after you press Start. Nothing is added to the participant list.

Can my manager listen in?

No. No one can watch or listen to a call while it’s live, and live suggestions appear only on your screen. In a Team, a call is shared with the Team’s owners and admins after it ends, and you can make it Private. Anything marked Private stays with its author.

Will the other side see Sales Copilot when I share my screen?

Sales Copilot asks your operating system to leave its windows out of screen sharing, and this is on by default. Some sharing apps can still capture the window, so check your sharing preview before an important call. Meeting apps lists what we’ve verified.

Is my data used to train AI models?

No. Your calls and data are not used to train AI models, by us or by the services that run Sales Copilot.

How do I delete my data?

Delete your account on cluelyai.com under Account. You confirm your identity first, and a status page shows progress. This removes your Personal workspace and your Private content in every Team. A Team owner can delete the Team, and you can reset your coaching memory at any time. Deletion controls don’t yet cover every part of stored data, and removing copies from logs and backups isn’t immediate. Retention and deletion has the details.

/ 06 Security review

Reviewing Sales Copilot for your team?

Email [email protected] with questions for your security review, or with a security issue you found and the steps to reproduce it. Please don’t access other people’s data or disrupt the service while testing.